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HCM 1: Model Organizational Structure
Exercise Model GBIs organizational structure. Time 10 min
Task Sketch an organizational structure including four hierarchy
levels for the organizational units described in the GBI scenario
and integrate a new security unit into the Administration
department of this organizational structure. GBIs headquarters are
located in Dallas and GBI is registered as a US company. GBI also
operates a subsidiary company, Global Bike Germany GmbH which is
based in Heidelberg. A new security department should be set up and
integrated into the existing organizational structure of GBI US.
The new department obtains its offices at the groups headquarters
in Dallas and belongs to the Administration and Financials
department. Have a look at GBIs company story in order to complete
the exercise.
Global Bike Group
Global Bike US
Global Bike Germany
Marketing & Sales
Operations Aministration & Financials
Administration Financials
Security
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HCM 2: Organizational Structure in SAP
Exercise SAP ERP organizational structure. Time 10 min
Task Which data objects can be used in the HR organizational
structure in SAP ERP 6.04?
In SAP HCM, an organizational structure consists of three
different levels to which specific elements are assigned.
1.The Enterprise Structure
The enterprise structure consists of the following elements:
Client
Company Code
Personnel Area
Personnel Subarea
2. The Personnel Structure
The personnel structure is defined by:
Employee Group
Employee Subgroup
3. The Organizational Plan
The organizational plan contains the following objects:
Jobs
Positions
Persons
Cost Center
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HCM 3: Personnel Master Record
Exercise Personnel master record. Time 5 min
Task Which data is generally required for a personnel master
record in a company?
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HCM 4: Display Organizational Plan
Exercise Display the organizational plan of the Global Bike
Group. Time 10 min
Task Use the SAP Easy Access Menu to review the organizational
plan of the Global Bike Group.
The Organizational Structure is composed by the Enterprise
Structure, the Personnel Structure, and the Organizational Plan.
Before the employees personnel master data can be entered an
organizational structure needs to be defined. Employees are
integrated in this structure. The Enterprise Structure represents
formal and financial structures in a company and is basically
composed by the company code, the personnel area, and the personnel
subarea. The Personnel Structure displays the relationship between
employees and assigns them to certain employee groups and
subgroups. The structural and personnel company model is
illustrated in the Organizational Plan.
Organizational
structure
Enterprise structure
Personnel structure
Organizational plan
In order to review the organizational plan, follow the SAP Easy
Access menu path:
Human Resources Organizational Management Organizational Plan
Organization and Staffing Display
Menu path
To display the organizational plan, search for the Global Bike
group in the window Find by on the left side of the screen. There,
choose Organizational unit and Search Term.
Organizational unit Search Term
In the following screen, in the With name entry field enter
search term Global Bike Group and press . The search result should
be displayed in the hit list on the left side of the screen.
The organizational units chief is the Co-CEO. If you do not see
the Chief column, please click on and activate check box Chief.
Global Bike Group
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After double-clicking on this unit the organizational plan is
displayed in the structural view on the right side of the
screen.
In order to view all departments and positions within the Global
Bike group expand the organizational plan by clicking on (Expand
node).
Organizational units are represented by icons, while positions
are displayed as or as in case of the head of the department.
Persons that staff regular positions are represented by the
icon.
With the help of this information, please answer the following
questions:
How many positions are planned for the organizational unit Sales
Area US West?
Does the Software department have a head of department?
In the organizational plan, go to Global Bike US Administration
and Financials and double-click on the Financials Department.
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On the bottom of the screen, details for the Organizational unit
Financials are displayed. Have a look at all tabs and find out:
Assigned company code:
Validity period:
City:
Double-click on the position Accounts Payable Specialist in
order to display her details on the bottom of the screen. Find out
the following information:
Validity period:
Is it a head position?
Click on the exit icon to return to the SAP Easy Access
screen.
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HCM 5: Create Personnel Master Record
Exercise Create a personnel master record. Time 10 min
Task Use the SAP Easy Access Menu to create a personnel master
data record of a person working in the Global Bike Group.
In order to create the personnel master record, follow the SAP
Easy Access menu path:
Human Resources Personnel Management Administration HR Master
Data Personnel Actions
Menu path
Please enter the 1st of January of the current year as start
date. Then, select action Org.management (mini master) from the
corrective actions and enter Personnel area DL00, Employee group 1,
and Employee subgroup U4. Then, highlight the action and click on
(Execute).
Jan 1 of current year
Org.mgmt. (mini master)
DL00
1 U4
In the Create Actions screen, find the position Sales Manager
with the F4 help and the Structure Search. Follow the path Global
Bike Group Global Bike US Administration and Financials Financials
Accounting Chief Accountant, highlight the position and continue
with .
Sales Manager
Then, press Enter to continue and save your data with .
You will be taken to the Create Personal Data screen. Enter a
name and a date of birth for your manager. For Social Security
Number (SSN), choose a nine-digit number of your choice. Then,
press Enter to confirm your entries. The screen with all data
should look like shown in the following screen.
Name
Birth date 9-digit number
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Then, save your data. You will automatically be taken to the
next infotype. Write down the Personnel Number of your
employee.
Personnel number
In the Organizational Assignment infotype, define FI00 as
subarea. Save your data and choose YES to confirm the selection of
your positions vacancy.
FI00 Yes
In the next infotype Create Basic Pay, enter PS Group SALES and
press Enter. Save your data with .
SALES
Click on the exit icon to return to the SAP Easy Access
screen.
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HCM 6: Display Personnel Master Record
Exercise Display a personnel master record. Time 10 min
Task Use the SAP Easy Access Menu to review a personnel master
record of a person working in the Global Bike Group.
In order to display a personnel master record, follow the SAP
Easy Access menu path:
Human Resources Personnel Management Administration HR Master
Data Display
Menu path
You should see the Display HR Master Data screen. Type in the
personnel number you have written down in the previous task and
press Enter. The system displays general organizational data of the
employee and all infotypes. Infotypes for which data is maintained
are marked with .
Personnel number
Then, highlight the Organizational Assignment infotype and press
Display.
Organizational Assignment
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In the Display Organizational Assignment screen, please find out
the following information:
Subarea the person belongs to:
Position the person fills:
With the help of the F1 help find out the definition of an
Employee Group:
F1
Click on the back icon to leave the organizational assignment
screen and go back to the HR Master Data.
Then, highlight the Personal Data infotype and press Display. In
the Display Personal Data screen, find out the following
information:
Name of the employee:
SSN:
Date of Birth:
Click on the exit icon to return to the SAP Easy Access
screen.